Kestra Advisory Services, LLC: CG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on CG, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 33,362 CG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 33,362 shares
Change vs previous 13F -5,511 shares
<0.01% of the 13F portfolio, value $1,404,848.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 23,969 shares
- Kestra Advisory Services, LLC: 9,393 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 38,873 shares
Change vs previous 13F -984 shares
0.01% of the 13F portfolio, value $1,881,044.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 24,147 shares
- Kestra Advisory Services, LLC: 14,726 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 39,857 shares
Change vs previous 13F -1,842 shares
0.01% of the 13F portfolio, value $2,355,908.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 24,220 shares
- Kestra Advisory Services, LLC: 15,637 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 41,699 shares
Change vs previous 13F -3,203 shares
0.01% of the 13F portfolio, value $2,614,499.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,246 shares
- Kestra Advisory Services, LLC: 15,453 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 44,902 shares
Change vs previous 13F +177 shares
0.01% of the 13F portfolio, value $2,307,977.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,867 shares
- Kestra Advisory Services, LLC: 17,678 shares
- Kestra Investment Management, LLC: 357 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 44,725 shares
Change vs previous 13F -29,505 shares
0.01% of the 13F portfolio, value $1,949,564.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 23,707 shares
- Kestra Advisory Services, LLC: 20,728 shares
- Kestra Investment Management, LLC: 290 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 74,230 shares
Change vs previous 13F +924 shares
0.02% of the 13F portfolio, value $3,747,872.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 17,364 shares
- Kestra Advisory Services, LLC: 56,866 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 73,306 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $3,156,575.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 19,227 shares
- Kestra Advisory Services, LLC: 54,079 shares
Acceptance time not in the bulk data set (spec §4.2).